UPS icon

United Parcel Service

2,222 hedge funds and large institutions have $108B invested in United Parcel Service in 2021 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 893 increasing their positions, 702 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,222
Holders Change
+252
Holders Change %
+12.79%
% of All Funds
34.32%
Holding in Top 10
91
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+30%
% of All Funds
1.41%
New
372
Increased
893
Reduced
702
Closed
85
Calls
$2.54B
Puts
$2.72B
Net Calls
-$177M
Net Calls Change
-$246M
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
1601
Winthrop Advisory Group
Massachusetts
$488K
WAAG
1602
Wealth Alliance Advisory Group
Kansas
$488K +$57.2K +267 +13%
SWA
1603
Sutton Wealth Advisors
Florida
$487K +$1.07K +5 +0.2%
UAML
1604
US Asset Management LLC
Pennsylvania
$486K -$857 -4 -0.2%
TWM
1605
Tradition Wealth Management
Minnesota
$485K +$1.07K +5 +0.2%
MAM
1606
Mystic Asset Management
Rhode Island
$482K +$482K +2,253 New
BHWM
1607
Beaird Harris Wealth Management
Texas
$481K +$481K +2,245 New
TWM
1608
Thrive Wealth Management
Pennsylvania
$479K +$479K +2,236 New
E
1609
ETFidea
New York
$479K +$479K +2,234 New
CRI
1610
Colonial River Investments
Virginia
$478K +$478K +2,231 New
CWP
1611
Capital Wealth Planning
Florida
$477K -$10.9M -50,654 -96%
NFC
1612
Northeast Financial Consultants
Connecticut
$477K -$419K -1,960 -47%
MAM
1613
Morse Asset Management
Connecticut
$477K +$477K +2,225 New
DDC
1614
DF Dent & Co
Maryland
$475K +$1.29K +6 +0.3%
GWSG
1615
GPS Wealth Strategies Group
Colorado
$475K +$11.8K +55 +3%
AWM
1616
Aries Wealth Management
Maine
$475K +$12.9K +60 +3%
LCM
1617
Leisure Capital Management
California
$473K -$15.9K -74 -3%
RCA
1618
Reitz Capital Advisors
Michigan
$471K -$18.5K -89 -4%
MPCG
1619
Matrix Private Capital Group
New York
$471K +$34.1K +159 +8%
PFSC
1620
Peoples Financial Services Corp
Pennsylvania
$470K
AWM
1621
Accurate Wealth Management
Florida
$470K +$25.9K +121 +6%
KCM
1622
KRS Capital Management
Michigan
$470K +$470K +2,195 New
PRC
1623
Pearl River Capital
Michigan
$468K +$468K +2,183 New
EFSCE
1624
Enterprise Financial Services Corp (EFSC)
Missouri
$466K -$1.49M -6,945 -76%
AMG
1625
Advisors Management Group
Wisconsin
$464K +$214 +1 +0%